Harness for Employers

Offer a competitive, holistic financial wellness benefit to help your employees with their equity, retirement, and tax planning needs.

Do more with your finances

A sophisticated financial strategy across investments, tax, and estate planning.

Relevant personal advising

Experienced advisory firms who know your industry and your goals.

Your time is valuable

A thoughtful, seamless online firm evaluation process and concierge service.

OUR SERVICE

How it works

Harness Wealth has curated the best financial and tax advisory firms from across the country. We connect employees to the ones with experience custom to their needs and provide a modern, digital evaluation process to help you in your search.

  • 1. CREATE A PROFILE

    Employees complete their free profiles to let us know their financial goals, preferences, and major upcoming milestones.

  • 2. RECEIVE RECOMMENDATIONS

    Employees receive personalized recommendations about which financial and tax services they need and referrals to firms that are the most well-suited to them.

  • 3. MEET WITH ADVISORS

    Advisor meetings can happen over video, phone, or in person. Employees can decide which firm(s) they’d like to move forward with with guided help from a concierge.

First year fee guarantee

Employees will not be charged an additional fee by Harness Wealth or our firms for using our service.

We also guarantee a 100% refund on first year fees if they are dissatisfied with their firm or adviser.
Terms and Conditions Apply.

GET STARTED

Harness for Employers newsletter

A quarterly newsletter for HR teams on financial wellness and tax-related information for the tech industry, with articles that you can pass on to your employees.